2023 Form 5500 filing — Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014113435NAL0027163377001) for Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund, reported by Ufcw Union & Participating Food Industry Tri-State Pension Fund under EIN 23-6396097 and plan number 001. It reports 29,262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113435NAL0027163377001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ufcw Union & Participating Food Industry Tri-State Pension Fund
- EIN
- 23-6396097
- Plan number
- 001
- Location
- Plymouth Meeting, PA
- Participants
- 29,262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $234,667,579
- Total liabilities (EOY)
- $1,658,141
- Net assets (EOY)
- $233,009,438
- Employer contributions
- $11,487,646
- Total income / additions
- $30,028,444
- Benefits paid
- $59,556,292
- Administrative expenses
- $3,997,873
- Total expenses
- $63,554,165
- Net increase / (decrease)
- -$33,525,721
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthcare Strategies, Inc. | NONE | $887,367 | not reported in the loaded dataset |
| Cbiz | NONE | $296,059 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $283,486 | not reported in the loaded dataset |
| Loomis-Sayles & Company, Lp | NONE | $175,387 | not reported in the loaded dataset |
| Westfield Capital Management | NONE | $159,426 | $0 |
| Willig, Williams & Davidson | NONE | $108,871 | not reported in the loaded dataset |
| Graystone Consulting | NONE | $95,000 | not reported in the loaded dataset |
| Victory Capital Management | NONE | $85,753 | not reported in the loaded dataset |
| Emerald Advisors | NONE | $78,709 | not reported in the loaded dataset |
| Cooke & Beiler | NONE | $78,175 | $0 |
| Kramer-Warner Associates Inc | NONE | $77,841 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $61,670 | $0 |
| Mfs Institutional Advisors,Inc. | NONE | $61,451 | $0 |
| Northern Trust Company | NONE | $61,300 | $0 |
| The Staywell Company LLC | NONE | $56,851 | not reported in the loaded dataset |
| Schulte Roth & Zabel Llp | NONE | $53,494 | not reported in the loaded dataset |
| Wedge Capital Management L.L.P. | NONE | $34,022 | $0 |
| Lazard Asset Management | NONE | $29,565 | $0 |
| Slc Management | NONE | $25,000 | $0 |
| Alan Ross & Company, P.C. | NONE | $23,631 | not reported in the loaded dataset |
| O'Brien Belland & Bushinsky | NONE | $18,836 | not reported in the loaded dataset |
| Ifebp | NONE | $12,945 | not reported in the loaded dataset |
| National Coordinating Committee | NONE | $9,000 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $7,600 | not reported in the loaded dataset |
| Pension Benefit Information LLC | NONE | $6,885 | not reported in the loaded dataset |